Wealth Avenue™
Financial Services
Virginia Beach, Virginia 45 followers
A simple, yet thorough approach to helping you feel confident in your financial future.
About us
Our commitment at Wealth Avenue™ is to guide our clients to enhance their financial well-being, so they can live in the moment and in the future. We listen, strategically think, and seek creative ways to simplify and help build confidence in your financial situation. Securities offered through United Planners Financial Services Member FINRA, SIPC. Wealth Avenue™ and United Planners Financial Services are not affiliated. Advisory Services offered through United Planners Financial Services of America. Through our broker-dealer relationship with United Planners, our advisors are not restricted to proprietary products and are free to draw on a wide variety of client-centric financial solutions.
- Website
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http://www.wealthavenue.us
External link for Wealth Avenue™
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Virginia Beach, Virginia
- Type
- Self-Employed
- Founded
- 2010
Locations
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Primary
Get directions
4317 Bonney Rd
Suite 1
Virginia Beach, Virginia 23452, US
Employees at Wealth Avenue™
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Xerxes Nabong, CFP®, CDFA®
Wealth Advisor for business owners, healthcare professionals, and corporate leaders with stock-based compensation. Co-Founder of Wealth Avenue and…
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Philip Maliniak
Co-Founder at Wealth Avenue™
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Margaret Little, CFP
Margaret V. Little is a Registered Representative offering securities through United Planners Financial Services of America - member FINRA & SIPC…
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Genevieve Weaver
Director of Special Projects at Wealth Avenue™